Avion Wealth’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
21
+6
| +40% | +$1.71K | ﹤0.01% | 603 |
|
|
2025
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 613 |
|
|
2024
Q4 | $4K | Buy |
15
+5
| +50% | +$1.33K | ﹤0.01% | 611 |
|
|
2024
Q3 | $2K | Buy |
10
+2
| +25% | +$400 | ﹤0.01% | 734 |
|
|
2024
Q2 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 661 |
|
|
2024
Q1 | $2K | Buy |
6
+2
| +50% | +$667 | ﹤0.01% | 802 |
|
|
2023
Q4 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 1028 |
|
|
2023
Q3 | $0 | Sell |
2
-7
| -78% | – | ﹤0.01% | 1240 |
|
|
2023
Q2 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 510 |
|
|
2023
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 498 |
|